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Global Wealth Strategies & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Global Wealth Strategies & Associates’s Portfolio JPST Stock Details JPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-133
Closed -$6.73K – 426
2025
Q1 		$6.73K Buy
+133
New +$6.72K ﹤0.01% 296
2023
Q4 		– Hold
0
– – – 331
2023
Q3 		– Hold
0
– – – 343
2023
Q2 		– Hold
0
– – – 321
2023
Q1 		– Hold
0
– – – 346
2022
Q4 		– Hold
0
– – – 343

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Wealth Strategies & Associates's JPST Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 133 shares — an estimated $6.73K sold.

Global Wealth Strategies & Associates first reported a position in JPST in Q1 2025 and held it in 1 quarter. The position peaked at $6.73K in Q1 2025. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 133 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $6.73K.
  • Global Wealth Strategies & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's JPMorgan Ultra-Short Income ETF position peaked at $6.73K in Q1 2025.
  • 1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.